InterOcean Capital Group’s Nikola Corporation Common Stock NKLA Stock Holding History

InterOcean Capital Group’s Portfolio NKLA Stock Details NKLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$575K	Hold	18,422	–	–	0.01%	282
2023 Q4	$483K	Hold	18,422	–	–	0.01%	299
2023 Q3	$868K	Hold	18,422	–	–	0.03%	204
2023 Q2	$763K	Buy	+18,422	New	+$508K	0.02%	215
2023 Q1	–	Sell	-18,423	Closed	-$1.19M	–	461
2022 Q4	$1.19M	Buy	18,423 +1	+0%	+$84	0.04%	165
2022 Q3	$1.95M	Sell	18,422 -33	-0.2%	-$5.58K	0.08%	118
2022 Q2	$2.63M	Sell	18,455 -1	-0%	-$204	0.11%	103
2022 Q1	$5.93M	Buy	18,456 +1	+0%	+$255	0.25%	64
2021 Q4	$5.46M	Buy	18,455 +33	+0.2%	+$11K	0.24%	66
2021 Q3	$5.9M	Hold	18,422	–	–	0.3%	61
2021 Q2	$9.98M	Sell	18,422 -3	-0%	-$1.25K	0.51%	47
2021 Q1	$7.68M	Sell	18,425 -16,219	-47%	-$9.24M	0.43%	46
2020 Q4	$15.9M	Buy	+34,644	New	+$21.6M	0.98%	32

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

InterOcean Capital Group's NKLA Position: Q1 2024 in Review

InterOcean Capital Group held its Nikola Corporation Common Stock (NKLA) position steady in Q1 2024 at 18,422 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #282.

InterOcean Capital Group first reported a position in NKLA in Q4 2020 and has held it in 13 quarters since. The position peaked at $15.9M in Q4 2020. 283 funds tracked by Wall St. Rank hold NKLA as of Q1 2024.

InterOcean Capital Group held 18,422 shares of Nikola Corporation Common Stock worth $575K as of Q1 2024.
InterOcean Capital Group left its Nikola Corporation Common Stock share count unchanged in Q1 2024.
Nikola Corporation Common Stock made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #282 holding.
InterOcean Capital Group first reported a position in Nikola Corporation Common Stock in Q4 2020 and has held it in 13 quarters since.
InterOcean Capital Group's Nikola Corporation Common Stock position peaked at $15.9M in Q4 2020.
283 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.